SCHA — Schwab

Ownership history in Wealth Group Ltd  ·  9 quarters on record

This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Schwab (SCHA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.63% (2023 Q4)
Avg. % of fund
0.56%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 75,030 -2,418 -3.1% 0.48% $2.1M $28.48
2025 Q3 REDUCED 77,448 -1,569 -2.0% 0.50% $2.2M $27.77
2025 Q2 REDUCED 79,017 -956 -1.2% 0.51% $2.0M $25.11
2025 Q1 REDUCED 79,973 -1,288 -1.6% 0.55% $1.9M $23.17
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHA price (monthly, adj. close)

Other funds also holding SCHA

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 20.69% SIMS INVESTMENT MANAGEMENT, LLC 18.43% Strategic Financial Planning, Inc. 3Y 11.41% ZynergyRetirementPlanningLLC 10.2% FIDELIS iM, LLC 3Y 9.1% Mokosak Advisory Group, LLC 3Y 7Y 8.7% ForthRight Wealth Management, LLC 3Y 7.79% Waterford Advisors, LLC 3Y 7.51% Joule Financial, LLC 3Y 6.85% Ascension Capital Advisors, Inc. 3Y 6.84%
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